Private Wealth
Recent cases
Wills and Succession Advice
Gráinne was instructed to review a high-value portfolio of land and business assets for a parks client, including leisure and renewable energy interests. She created flexible Wills designed to reflect recent family changes and accommodate future business developments.
Estate Administration and Tax Structuring
Assisting the Executors of a farming estate which contained numerous parcels of farmland. Careful thought was needed not only on the structuring of the Inheritance Tax claims but also the overall management of the estate administration with many of the family involved and little ready cash in the estate.
What our clients say
"She took the time to fully understand my situation… the whole will-writing process felt straightforward and stress-free thanks to her guidance. She is extremely knowledgeable, professional, and approachable, and I always felt confident that I was in safe hands… I wouldn’t hesitate to recommend her to anyone looking for expert advice and support."
"You excel in your profession and it was my good fortune to have crossed paths."
"I was very pleased with the service I received from Tozers with respect to making a Will through the National Free Wills Network. I found them to be very efficient, helpful and friendly."
"Matt is a kind, patient and professionally empathetic person, whom I would highly recommend if you suffer with high anxiety. He explains everything thoroughly… and is very helpful and efficient in his approach. Thank you so much Matt for all your advice and guidance during a sensitive and difficult process that we may face in life."
“The team takes the time to get to know and understand you and to ensure that you understand your options, making you think deeply about what it is you want or need. This is something I value.”
Matt"We highly recommend Sophie-Dominique... Her professionalism, knowledge of the law, friendly demeanour, and remarkable sense of humour make her an exceptional choice. Sophie-Dominique was a pleasure to work with..."
James"Matt and the team were approachable and helpful in helping me draft my will, ensuring I had thought of everything that needed to be included and that it was tailored to my needs. Responded to my questions quickly and it was a smooth process."
Anonymous"We had a relatively short time to prepare and execute new Wills… together we managed to complete the process smoothly and efficiently before travelling. She also pointed out one or two flaws in our existing Wills structure… we were pleased to be made aware of and corrected."
Myra"I found everyone very friendly and helpful. I was made to feel very welcome. Sophie was so nice and made me feel at ease. Very pleased all round."
Simon"Sue made creating our will straightforward and stress free. She was professional, clear, and patient, answering all our questions and helping us think through important details. The process was quick and efficient, and we now feel much more at ease. Highly recommend!"
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